Merging duplicate contacts

Duplicate contacts can accumulate when the same person reaches out through different channels or when team members create records independently. Merging keeps your CRM clean.

Identifying Duplicates

Faktorist flags potential duplicates automatically based on matching email addresses, phone numbers, or name + company combinations. You will see a Possible Duplicates alert banner on affected contact cards.

Merging

1. Click the Possible Duplicates banner or go to CRM → Settings → Duplicates.
2. Review the suggested merge pairs. The system shows both records side by side.
3. Select the primary record — this is the one that will be kept.
4. Choose which fields to keep from each record (e.g., phone from record A, notes from record B).
5. Click Merge. All activity history, deals, and files from both records are combined into the primary.

What Happens After Merge

The secondary record is deleted. All links (deals, messages, RFQs) are redirected to the primary record. Tags from both records are combined. The merge action is logged in the activity timeline for audit purposes.

Prevention Tips

• Always search for an existing contact before creating a new one.
• Use the email field consistently — it is the primary duplicate detection key.